Skip navigation

Adjusted for Risk: Who Owns Wealth Management?

Steward Partners' Jim Gold details the major trends in the industry, including the future of hybrid RIAs, the impact of private equity and concerns about succession planning.

In this fascinating and fun discussion, Steward Partners’ CEO, Jim Gold, discusses the major trends impacting the Wealth Management space, including the shift of ownership within wealth management. Jim also shares his insights about what hybrid RIAs will look like moving forward, the impact private equity has on M&A activity and concerns about succession planning.


Learn more about Zephyr

Learn more about Steward Partners

TAGS: Industry
Hide comments


  • Allowed HTML tags: <em> <strong> <blockquote> <br> <p>

Plain text

  • No HTML tags allowed.
  • Web page addresses and e-mail addresses turn into links automatically.
  • Lines and paragraphs break automatically.